Vault-13

BLACKROCK LTD DURATION INCOM BLW

COM SHS · Closed-End Fund · CUSIP 09249W101 · ISIN US09249W1018

80 institutional holders -1 vs Q1 2024
10,822,00510.8m shares reported held*
$151.1mreported value*
7 new 23 added 28 reduced 8 sold out net sold ≈ $128.0m (-9.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $13.96.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 71Q4 22: 73Q1 23: 72Q2 23: 72Q3 23: 75Q4 23: 87Q1 24: 81Q2 24: 8080Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202271
Q4 202273
Q1 202372
Q2 202372
Q3 202375
Q4 202387
Q1 202481
Q2 202480

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 22: 31 bought or addedQ4 22: 32 cut or sold outQ4 22Q1 23: 30 bought or addedQ1 23: 28 cut or sold outQ2 23: 29 bought or addedQ2 23: 26 cut or sold outQ2 23Q3 23: 31 bought or addedQ3 23: 25 cut or sold outQ4 23: 32 bought or addedQ4 23: 33 cut or sold outQ4 23Q1 24: 33 bought or addedQ1 24: 39 cut or sold outQ2 24: 30 bought or addedQ2 24: 36 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223132
Q1 20233028
Q2 20232926
Q3 20233125
Q4 20233233
Q1 20243339
Q2 20243036

Biggest buyers

LPL Financial LLC Added +131,923+131.9k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. New +28,325+28.3k
SHUFRO ROSE & CO LLC New +25,900+25.9k
VIRTUS ADVISERS, LLC Added +17,941+17.9k
GraniteShares Advisors LLC Added +17,482+17.5k
Baird Financial Group, Inc. Added +15,875+15.9k
Concurrent Investment Advisors, LLC New +15,066+15.1k
Prospera Financial Services Inc New +10,359+10.4k
AMERIPRISE FINANCIAL INC Added +5,707+5.7k
BANK OF AMERICA CORP /DE/ Added +5,486+5.5k

Biggest sellers

MORGAN STANLEY Reduced -8,936,055-8.9m
GUGGENHEIM CAPITAL LLC Reduced -127,334-127.3k
Blue Zone Wealth Advisors, LLC Reduced -101,637-101.6k
UBS Group AG Reduced -69,442-69.4k
JANE STREET GROUP, LLC Sold out -50,838-50.8k
OSAIC HOLDINGS, INC. Reduced -35,777-35.8k
PFG Investments, LLC Sold out -25,703-25.7k
Janney Montgomery Scott LLC Reduced -21,549-21.5k
Shaker Financial Services, LLC Reduced -18,642-18.6k
HRT FINANCIAL LP Sold out -15,657-15.7k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
MORGAN STANLEY 13G · institution filed 2026-05-11 10.7% 4.2m≈ $52.1m 2026-05-11

Insider purchases and sales in Q2 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q2 2024.

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 4,676,4064.7m $65.3m $65.3m 0.01% Reduced -8.9m -8,936,055
2 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 864,518864.5k $12.1m $12.1m 0.00% Added +4.3k +4,330
3 UBS Group AG 0.00% of their portfolio ZURICH, V8 507,850507.9k $7.1m $7.1m 0.00% Reduced -69.4k -69,442
4 GUGGENHEIM CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 409,254409.3k $5.7m $5.7m 0.04% Reduced -127.3k -127,334
5 COHEN & STEERS, INC. 0.01% of their portfolio NEW YORK, NY 371,801371.8k $5.2m $5.2m 0.01% Unchanged
6 Blue Zone Wealth Advisors, LLC 1.57% of their portfolio LOS ANGELES, CA 325,373325.4k $4.5m $4.5m 1.57% Reduced -101.6k -101,637
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 314,776314.8k $4.4m $4.4m 0.00% Added +131.9k +131,923
8 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 288,149288.1k $4.0m $4.0m 0.00% Added +1.5k +1,466
9 Waterfront Wealth Inc. 1.01% of their portfolio OVERLAND PARK, KS 266,325266.3k $3.7m $3.7m 1.01% Reduced -869 -869
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 259,025259.0k $3.6m $3.6m 0.00% Added +5.5k +5,486
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 190,791190.8k $2.7m $2.7m 0.00% Reduced -9.4k -9,374
12 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 185,659185.7k $2.6m $2.6m 0.00% Added +4.3k +4,318
13 Capital Investment Advisors, LLC 0.06% of their portfolio ATLANTA, GA 185,576185.6k $2.6m $2.6m 0.06% Reduced -3.3k -3,302
14 Jefferies Financial Group Inc. 0.05% of their portfolio NEW YORK, NY 181,368181.4k $2.5m $2.5m 0.05% Added +1.7k +1,745
15 GraniteShares Advisors LLC 0.65% of their portfolio NEW YORK, NY 140,177140.2k $2.0m $2.0m 0.65% Added +17.5k +17,482
16 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 135,859135.9k $1.9m $1.9m 0.00% Added +15.9k +15,875
17 Fiera Capital Corp 0.01% of their portfolio MONTREAL, A8 120,854120.9k $1.7m $1.7m 0.01% Unchanged
18 Arete Wealth Advisors, LLC 0.14% of their portfolio CHICAGO, IL 118,955119.0k $1.7m $1.7m 0.14% Reduced -6.9k -6,866
19 PRINCIPAL SECURITIES, INC. 0.04% of their portfolio DES MOINES, IA 109,513109.5k $1.5m $1.5m 0.04% Reduced -15.5k -15,523
20 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 85,82685.8k $1.2m $1.2m 0.00% Reduced -6.4k -6,387
21 Peregrine Asset Advisers, Inc. 0.35% of their portfolio Portland, OR 63,27263.3k $883.3k $883.3k 0.35% Unchanged
22 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 61,93461.9k $864.6k $864.6k 0.00% Reduced -35.8k -35,777
23 VIRTUS ADVISERS, LLC 0.40% of their portfolio HARTFORD, CT 58,86458.9k $821.7k $821.7k 0.40% Added +17.9k +17,941
24 Verity Asset Management, Inc. 0.30% of their portfolio DURHAM, NC 55,17755.2k $770.3k $770.3k 0.30% Added +1.1k +1,057
25 Shaker Financial Services, LLC 0.30% of their portfolio Arlington, VA 52,57452.6k $733.9k $733.9k 0.30% Reduced -18.6k -18,642
26 WEALTH ALLIANCE, LLC 0.09% of their portfolio MELLVILLE, NY 50,96251.0k $711.4k $711.4k 0.09% Reduced -2.5k -2,488
27 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 50,31550.3k $702.4k $702.4k 0.00% Added +3.7k +3,701
28 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 50,19050.2k $700.6k $700.6k 0.01% Reduced -970 -970
29 Greytown Advisors Inc. 0.35% of their portfolio MIAMI, FL 43,31143.3k $604.6k $604.6k 0.35% Reduced -1.8k -1,820
30 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 41,40741.4k $578.0k $578.0k 0.00% Reduced -3.8k -3,791
31 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 40,35240.4k $563.0k $563.0k 0.00% Reduced -923 -923
32 COMERICA BANK 0.00% of their portfolio DALLAS, TX 33,33333.3k $465.3k $465.3k 0.00% Reduced -1.3k -1,317
33 LANARK FINANCIAL, INC. 0.04% of their portfolio BIRMINGHAM, AL 31,54231.5k $440.0k $440.0k 0.04% Reduced -278 -278
34 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 29,77429.8k $415.6k $415.6k 0.00% Added +5.5k +5,454
35 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.03% of their portfolio Englewood, NJ 28,32528.3k $395.4k $395.4k 0.03% New
36 Pointe Capital Management LLC 0.23% of their portfolio GROSSE POINTE FARMS, MI 26,66526.7k $372.2k $372.2k 0.23% Unchanged
37 Consolidated Portfolio Review Corp 0.09% of their portfolio WOODBURY, NY 26,55926.6k $370.8k $370.8k 0.09% Added +856 +856
38 SHUFRO ROSE & CO LLC 0.03% of their portfolio NEW YORK, NY 25,90025.9k $361.6k $361.6k 0.03% New
39 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 25,24825.2k $352.0k $352.0k 0.00% Reduced -21.5k -21,549
40 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 19,90019.9k $277.8k $277.8k 0.00% Unchanged
41 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 18,38018.4k $256.6k $256.6k 0.00% Reduced -1.2k -1,226
42 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 18,30518.3k $255.5k $255.5k 0.00% Added +5.7k +5,707
43 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 15,39515.4k $214.9k $214.9k 0.00% Unchanged
44 Carmichael Hill & Associates, Inc. 0.09% of their portfolio GAITHERSBURG, MD 15,07315.1k $210.4k $210.4k 0.09% Added +93 +93
45 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 15,06615.1k $210.3k $210.3k 0.01% New
46 LM Advisors LLC 0.01% of their portfolio SAN DIEGO, CA 14,87714.9k $208.0k $208.0k 0.01% Reduced -1.9k -1,950
47 Fortitude Advisory Group L.L.C. 0.12% of their portfolio GIG HARBOR, WA 14,85314.9k $207.4k $207.4k 0.12% Unchanged
48 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 14,22814.2k $198.6k $198.6k 0.00% Added +328 +328
49 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 14,20014.2k $198.2k $198.2k 0.00% Unchanged
50 ProVise Management Group, LLC 0.02% of their portfolio CLEARWATER, FL 13,65813.7k $190.7k $190.7k 0.02% Reduced -950 -950
51 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 13,14813.1k $184.0k $184.0k 0.00% Added +233 +233
52 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 13,08613.1k $182.7k $182.7k 0.00% Added +452 +452
53 Venture Visionary Partners LLC 0.01% of their portfolio Sylvania, OH 11,57211.6k $161.6k $161.6k 0.01% Reduced -2 -2
54 Samalin Investment Counsel, LLC 0.07% of their portfolio CHAPPAQUA, NY 11,11811.1k $155.2k $155.2k 0.07% Added +731 +731
55 Altus Wealth Group LLC 0.07% of their portfolio COLORADO SPRINGS, CO 10,51810.5k $146.8k $146.8k 0.07% Reduced -113 -113
56 Prospera Financial Services Inc 0.00% of their portfolio Dallas, TX 10,35910.4k $144.7k $144.7k 0.00% New
57 RAYMOND JAMES TRUST N.A. 0.00% of their portfolio ST. PETERSBURG, FL 10,26510.3k $143.3k $143.3k 0.00% Unchanged
58 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 6,1366.1k $85.7k $85.7k 0.01% Added +2.4k +2,350
59 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 3,5003.5k $48.9k $48.9k 0.00% Unchanged
60 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 3,4923.5k $48.7k $48.7k 0.00% Unchanged
61 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.01% of their portfolio FLINT, MI 3,3003.3k $46.1k $46.1k 0.01% Unchanged
62 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,5992.6k $36.3k $36.3k 0.00% Reduced -940 -940
63 Luken Investment Analytics, LLC 0.02% of their portfolio BRENTWOOD, TN 2,5002.5k $34.9k $34.9k 0.02% New
64 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,2462.2k $31.4k $31.4k 0.00% Added +45 +45
65 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio CINCINNATI, OH 1,9001.9k $26.5k $26.5k 0.00% Unchanged
66 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 1,6181.6k $22.6k $22.6k 0.00% Unchanged
67 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 1,6001.6k $22.3k $22.3k 0.00% New
68 MONTAG A & ASSOCIATES INC 0.00% of their portfolio ATLANTA, GA 1,4101.4k $19.7k $19.7k 0.00% Unchanged
69 Missouri Trust & Investment Co 0.00% of their portfolio SPRINGFIELD, MO 939939 $13.1k $13.1k 0.00% Added +21 +21
70 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 537537 $7.5k $7.5k 0.00% Added +13 +13
71 FinTrust Capital Advisors, LLC 0.00% of their portfolio Greenville, SC 535535 $7.5k $7.5k 0.00% Unchanged
72 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 500500 $7.0k $7.0k 0.00% Unchanged
73 Moisand Fitzgerald Tamayo, LLC 0.00% of their portfolio ORLANDO, FL 500500 $7.0k $7.0k 0.00% Unchanged
74 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 325325 $4.5k $4.5k 0.00% Reduced -1.1k -1,100
75 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 315315 $4.4k $4.4k 0.00% New
76 HOEY INVESTMENTS, INC 0.00% of their portfolio COATESVILLE, PA 171171 $2.4k $2.4k 0.00% Unchanged
77 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 120120 $1.7k $1.7k 0.00% Unchanged
78 Gradient Investments LLC 0.00% of their portfolio ARDEN HILLS, MN 22 $24 $24 0.00% Reduced -25 -25
79 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged
80 Clear Point Advisors Inc. 0.00% of their portfolio MELVILLE, NY 00 $7 $7 0.00% Unchanged